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Scooter-Pop

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  • EXCO Resources: Waiting For The Inflection Point [View article]
    Gambling on three fronts:

    1) Buda testing in the Chesapeake Farmout area of the Eagleford is a hit?
    2) A consumptive Winter event raises Nat Gas Prices?
    3) The divvy isn't reduced/eliminated?

    My bet is made, EXCO holds the dice!
    Aug 21, 2014. 04:31 PM | Likes Like |Link to Comment
  • Kinder Morgan: What Now? [View article]
    More Upside Surprises to come!!

    Get the transaction done and watch Rich Kinder lay pipe, increase his presence in the marine areas, Mexico, Canada and Exporting Opportunities. May be some Acquisitions along the way if the EBITDA multiple is right. Continue to buy any dips post close. This is a LONG term accumulate and hold!

    Desalinization and Water Treating/Transportation are interesting concepts for future enterprises.
    Aug 19, 2014. 09:39 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Inc: A Solid Choice For Dividend Growth [View article]
    Mr. A.,

    Another understandable article, Thank you!

    Wonder how many millionaires were born due to Rich Kinder's consolidation?

    Wonder who is on his Acquisition list?

    Wonder if Mr. kinder will move to take KMI private?
    Aug 19, 2014. 04:41 AM | 1 Like Like |Link to Comment
  • Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q2 2014 Update [View article]
    Fleet,

    Now I am curious, what will KMR have to do for you to believe they are alive?
    Aug 18, 2014. 11:45 AM | 1 Like Like |Link to Comment
  • The Misleading Story About George Soros's Filing [View article]
    Stephen,

    A Soros attempt to create a tsunami in our stock market using the media.

    You always place your bets before you roll the dice, if you are a player.
    Aug 18, 2014. 04:16 AM | Likes Like |Link to Comment
  • Natural Gas Prices: After Steep Decline, Where Do We Go From Here? [View article]
    We missed our Hot Summer as a consumptive event. Another Winter like last is on my wish list.

    I am glad to see Barak expediting the permitting of Domestic LNG projects. Commissioning takes time on these LNG plants and dampens my expectations a bit.

    The ability to market excess domestic natural gas, condensate and crude is the single most important option for stabilizing wellhead pricing. I remain concerned over the legal liability to the Domestic Producers enriching their coffers through their midstream affiliates at the expense of their Wellheads.
    Aug 15, 2014. 04:40 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Wish SumFlow was able to comment!!
    Aug 12, 2014. 06:26 AM | Likes Like |Link to Comment
  • Kinder Morgan Jumps Largest Growth Obstacle With Consolidating Merger [View article]
    Only the rosenose,

    You lucky folks in the Roth Accounts did great!

    I am hanging with the KMR, in my taxable account, to close in a few months avoiding the tax impact in that way. May buy more post close if it dips and if I have the cash.
    Aug 11, 2014. 04:32 PM | Likes Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    MLP's willing to pay crazy EBITDA multiples for assets. I see it as the froth exposing a market top in the Midstream Space. Rich Kinder is positioning for the carnage, picking the cherries from MLP's struggling after paying too much. Similar circumstance when Shell bailed out to Sanchez, Shell losing plenty because they spent too much. Now Shell getting into the MLP space while Rich Kinder sees it as a time to exit? I'm with Mr. Kinder!
    Aug 11, 2014. 04:25 PM | Likes Like |Link to Comment
  • A Kinder Morgan Merger Is Not Feasible [View article]
    Milkchaser,

    What did happen to Moby Dick?
    Aug 11, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    Mike,

    Boon for those fortunate to hold this event in a Roth, but the ouch that feels good in a taxable account. Barack is happy with the ouch!
    Aug 11, 2014. 04:57 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Jumps Largest Growth Obstacle With Consolidating Merger [View article]
    Thanks Tim!

    Largest holding by our firm, so Yeeee Haaaa! Barack's happy too!

    The ouch that feels good for those in the highest tax bracket, holding KMR, EPB and KMP in taxable accounts. A boon for those in Roth'ed, even deferred accounts. Giving the IRS 50% of the Inc. divvy tends to reduce attractiveness of the dividend growth rate. Competition from MLP ROC and Munis in the tax avoidance space dampens this mega merger.

    Is this the preferred option going forward for the MLP's finding Distributions exceeding DCF coverage? A sign of things to come as Yellen bows out?

    Did Kinder just become a target for acquisition by the mass transfer of assets/knowledge to Inc.?
    Aug 11, 2014. 04:45 AM | Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Mr. Flannery,

    Good initial read on the consolidation. Largest holding by our firm, so Yeeee Haaaa!

    The ouch that feels good for those in the highest tax bracket, holding KMR, EPB and KMP in taxable accounts. A boon for those in Roth'ed, even deferred accounts.

    Is this the preferred option going forward for the MLP's finding Distributions exceeding DCF coverage?

    Did Kinder just become a target for acquisition by the mass transfer of assets/knowledge to Inc.?
    Aug 11, 2014. 04:42 AM | 2 Likes Like |Link to Comment
  • The Search For Yield Compression: MLP Takeover Targets [View article]
    Brucejfern,

    How you feeling about Rich Kinder's merger this morning?
    Aug 11, 2014. 03:26 AM | 1 Like Like |Link to Comment
  • A Kinder Morgan Merger Is Not Feasible [View article]
    Seeking Profits,

    Does this merger make it easier for Kinder to be acquired?
    Aug 11, 2014. 03:25 AM | Likes Like |Link to Comment
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